finances-snapshot

Name: finances-snapshot
Availability: InStock
Author: phrazzld

Update asset prices and append net worth snapshots to a ledger.

13|3|Updated Mar 2, 2026

Search Tags:#finance #balance sheet #snapshot #net worth #update finances

Ready to run

npx skills add https://github.com/phrazzld/agent-skills --skill finances-snapshot

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: finances-snapshot
Source: https://github.com/phrazzld/agent-skills/tree/main/packs/finance/finances-snapshot
Command: npx skills add https://github.com/phrazzld/agent-skills --skill finances-snapshot

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires yfinance, coingecko-api, and includes scripts (resource) components.

What problem does it solve?

This Skill automates the process of capturing your current financial state, including updating asset prices and recording your net worth.

Core Features & Use Cases

Price Updates: Fetches the latest prices for Bitcoin, gold, and silver.
Balance Sheet Integration: Reads current balance sheet data from CSV files.
Snapshotting: Appends a timestamped snapshot of your net worth and liabilities to append-only ledger files.
Use Case: Use this skill weekly for financial check-ins to track your net worth and ensure your financial records are up-to-date.

Quick Start

Update your financial records by capturing a snapshot of your current finances.

Frequently Asked Questions about finances-snapshot

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I track my net worth using local CSV files?▼

To track your net worth, you can record your balance sheet data into local CSV files and use a script to append timestamped snapshots to an append-only ledger, keeping your financial records up-to-date.

Can I automatically fetch current prices for Bitcoin, gold, and silver?▼

Yes, you can automatically fetch current prices for Bitcoin, gold, and silver by integrating external price feeds like yfinance and coingecko-api into your financial tracking scripts.

How do I create an append-only ledger for my weekly financial check-ins?▼

You create an append-only ledger by recording your current balance sheet information and updated asset prices as timestamped snapshots, appending each new entry to maintain a historical financial state.

Does this net worth tracking method work with yfinance and coingecko-api?▼

Yes, this net worth tracking method integrates directly with yfinance and coingecko-api to pull live asset prices and combine them with your local CSV balance sheet data.

What is the best way to record my current balance sheet for net worth tracking?▼

The best way to record your current balance sheet for net worth tracking is to save your assets and liabilities in local CSV files, then append a timestamped snapshot to an append-only ledger.

Why append timestamped snapshots to an append-only ledger for financial updates?▼

Appending timestamped snapshots to an append-only ledger ensures your financial updates maintain a permanent, unalterable historical record, allowing you to accurately track net worth changes over time without losing previous states.